Accurate Wealth Management’s Vistra VST Stock Holding History

Accurate Wealth Management’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-284	Closed	-$6.36K	–	1439
2022 Q4	$6.36K	Buy	+284	New	+$6.57K	﹤0.01%	965

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Accurate Wealth Management's VST Position: Q1 2023 in Review

Accurate Wealth Management sold out of Vistra (VST) in Q1 2023, closing a stake of 284 shares — an estimated $6.36K sold.

Accurate Wealth Management first reported a position in VST in Q4 2022 and held it in 1 quarter. The position peaked at $6.36K in Q4 2022. 427 funds tracked by Wall St. Rank hold VST as of Q1 2023.

Accurate Wealth Management reported no remaining Vistra position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 284 Vistra shares in Q1 2023, an estimated $6.36K.
Accurate Wealth Management first reported a position in Vistra in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Vistra position peaked at $6.36K in Q4 2022.
427 funds tracked by Wall St. Rank held Vistra as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.